Qualcomm: it will adhere to the diversified OEM strategy and pay attention to the business cooperation conditions of Intel OEM

5 month 29 Daily news , qualcomm CFO Akash Palkhiwala Recently in JPMorgan Chase annual TMT The telephone meeting said , In the future, we will continue the diversified OEM strategy , For example, the implementation of Intel technology roadmap is smooth , And can provide appropriate conditions for OEM business cooperation , Qualcomm will also be open to cooperation .

Qualcomm Express , It has long adhered to the diversified OEM strategy , Effectively cope with the rising OEM prices in the past few years , In the future, we will continue to adhere to the diversified OEM strategy . secondly , Qualcomm has been able to deal with this problem from the perspective of profit margin . therefore , Qualcomm's future strategy will remain unchanged , Will continue to do what they have done .

In the long run , We may be one of the few large semiconductor companies with a leading edge in dual sourcing . We used TSMC , We used Samsung , And our orders in these two aspects will change over time . There is no fundamental change in this strategy , Right ？

Palkhiwala I am glad to see Intel .“ Well, I mean , If they implement the technology roadmap , And can provide us with their technology on the right commercial terms , We will also be interested in them . therefore , You should expect us to work with all the leading OEM suppliers , And we can balance the technical and commercial terms well before .”

before , Intel has publicly stated , It has reached an agreement with Qualcomm Intel 20A Cooperation on process nodes . According to Intel ,Intel 20A The process will adopt new RibbonFET And PowerVia technology , Plans to 2024 Mass production in the first half of . Besides ,Intel 18A The process may also be 2024 Mass production in the second half of , Intel CEO Kissinger also disclosed recently , Its Intel 18A The process has also found customers .

When the supply chain may return to normal ,Palkhiwala Indicates that Qualcomm has always insisted that 2022 Supply will improve in the second half of the year , They still hold the same view later this year . He stressed that , More consideration should be given to aligning supply with demand .

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